Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$797K Sell
27,526
-65
-0.2% -$1.88K 0.14% 81
2025
Q1
$780K Sell
27,591
-68,295
-71% -$1.93M 0.16% 74
2024
Q4
$2.18M Buy
+95,886
New +$2.18M 0.4% 56